Today is, $Super Micro Computer (SMCI.US)$ I will hold a brainstorming session on what to do...
I purchased only 1 share of SMCI during the exciting period before the stock splits. In Japanese yen,the acquisition price was approximately 0.13 million yenAnd now, theappraisal value is approximately 0.04 million yen。。。
Even though it was a bit expensive at the time, many analysts were still saying that it was worth investing in for the medium to long term, and since it had not been incorporated into the etf yet, I bought just one share with the intention of buying it as part of an etf.
I learned that these things happen... Analysts can't see the on-site audit situation, right?
Now, should I sell this or not?
Honestly, I have mixed feelings. On one hand, I want to engrave the experience of watching stocks turn into mere pieces of paper and use it as a foundation. On the other hand, I also have a slight worry about the possibility of the stock price going up after selling. I feel like I want to leave it as it is and just observe.
Here, I have decided to be strict with myself and sell.
There are things that can be done with the 0.04 million yen coming back. And I know what I should be doing now...

$Advanced Micro Devices (AMD.US)$ and $Intel (INTC.US)$ is probably in the field of AI $NVIDIA (NVDA.US)$ are likely the two biggest competitors in the AI field, but no one knows when they will actually be able to compete or whether they will be able to compete.
Both companies do not have enterprise hardware that can be deployed on the scale and performance level of Nvidia, but they have enough resources to expand more quickly than other companies, making them the closest two.
Rather than based on actual or projected numbers, this is more about investors looking for other hardware vendors that can get closer to Nvidia because Nvidia is very successful.
When you miss the train, sometimes you may have to transfer three buses that take double the time to reach your destination.
AI hardware, along with energy production and data center deployment...